How leads enter the system

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By Chris Langille

updated over 1 year ago

We provide two primary ways of getting leads into the system - manual entry and Zapier. 

To manually enter a lead, follow the steps below:

Click on the Prospect tab to get started.

Once there, click on the Add New tab found at the upper right hand corner of the screen.

Once there you can add in the prospects information manually:

  • First Name 
  • Last Name
  • Email
  • Phone Number
  • The Campaign (Choose the one you wish to add them into)
  • and Toggle the Campaign on if you wish to start the automatic sequence as soon as the prospect is created.

Remember to click on the CREATE button to finish entering the prospect into the system.

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